Receipting an Existing Invoice for a Patient

If the original invoice was billed directly to the patient, then you would normally receipt from the Patients list, unless the patient coincidentally had an appointment today as well in which case they can be receipted from the Appointments Book. You can also receipt directly from the Account History window.

In either case find and highlight the patient then select Billing > Receipt to open the Receipt window.

The Receipt window will open as above, listing all outstanding items for the patient. If the patient is paying for all of them at once then you can simply click on the Auto-Fill button to automatically allocate payments against each of the items.

Otherwise, you will need to manually allocate each payment against the appropriate item by clicking in the Payment field. If the patient is making a part payment, you will need to slow click in the Payment field in order to enter in the payment amount.

If you need to edit the fee amount of an invoice for some reason, you can do this by slow double-clicking in the Fee column. Alternatively you can double click on the invoice and open up the Edit item window.

Note: when you receipt directly from an invoice, only the items on the invoice are displayed in the receipt window.

If a patient is to be billed for a consultation today, but also wants to pay for a consultation from the previous week, you should either:

Invoice and receipt them for today’s consultation and then receipt the previous week’s,

                                or

Invoice them for today’s consultation and save the invoice un-receipted, and then receipt today’s and the previous week’s with one receipt.

If the account holder has been blacklisted, at the time of receipting a payment you will be given the opportunity to de-blacklist the account holder: